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Hurricane Preparedness

Hosted by: Laura Hawley Special guest: Troy Garcia

September 6, 2017

Host
Laura Hawley – CFP®, Senior Vice President at Allen & Company

Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

Guest
Julie Ellison – Registered Dietitian at Lakeland Regional Health

In this episode, we discuss ways to ensure that you are prepared for hurricanes and other natural disasters; being prepared as it relates to financial matters. We will also discuss the 4th quarter of 2017, take a look back at the goals set for 2017, and do a “year in review” in terms of spending, saving, and investment performances.

Special guest will be Julie Ellison, Registered Dietitian at Lakeland Regional Health to discuss the subject of Diabetes, and much more.

In this episode we cover:

  • Economic compass (1:22)
  • Steps to being financially organized and prepared for a financial disaster (7:15)
  • Being prepared with your medical information in case of an emergency (14:55)
  • The importance of having household and insurance contacts in order during emergency situations (15:41)
  • Financial preparedness and how to save for retirement (21:51)
  • Planning towards the 4th quarter of the financial year (23:37)
  • How to manage your debt to stay out of debt (26:09)
  • Visit with special guest Julie Ellison, Registered Dietitian at Lakeland Regional Health to discuss Diabetes and the symptoms of Diabetes (29:50)
  • The rise in Diabetes cases (35:04)

Links From the Show:

Tweetable Topics:

You want to make sure that however your portfolio is allocated that it meets your particular risk tolerance and your goals. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

You have to manage your debt to stay out of debt. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

This year we’ve had a nice uptrend. Equities, stocks have really taken off. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

Rebalance. Reallocate. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

Debt…Get ‘em down. Get ‘em down. Get ‘em down. Get ‘em gone. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

You have to think about things differently once you get out of debt. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia

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